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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

Holders
251
Holders Change
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$3.9M +$3.9M +90,860 New
BFA
27
Beacon Financial Advisory
Ohio
$3.58M -$917K -21,338 -20%
WFS
28
Weitzel Financial Services
Iowa
$3.54M +$711K +16,544 +25%
RFM
29
Royal Fund Management
Florida
$3.25M +$362K +8,430 +13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.16M +$534K +12,421 +20%
WA
31
Win Advisors
Florida
$2.97M +$2.97M +68,996 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.73M -$775K -18,033 -22%
WA
33
Waverly Advisors
Alabama
$2.48M +$115K +2,672 +5%
MA
34
Mutual Advisors
Nebraska
$2.33M +$298K +6,941 +15%
RWM
35
Reston Wealth Management
Virginia
$2.25M +$9.5K +221 +0.4%
RJA
36
Raymond James & Associates
Florida
$2.2M -$4.05M -94,137 -65%
KAS
37
Kestra Advisory Services
Texas
$2.16M +$16.3K +380 +0.8%
Jane Street
38
Jane Street
New York
$2.09M +$2.09M +48,555 New
AAS
39
Annex Advisory Services
Wisconsin
$2.08M +$20.7K +482 +1%
HIP
40
Harrell Investment Partners
Texas
$1.94M +$1.94M +45,065 New
ACP
41
Aveo Capital Partners
Colorado
$1.81M -$12.7K -296 -0.7%
UBS Group
42
UBS Group
Switzerland
$1.77M -$955K -22,220 -35%
GM
43
GeoWealth Management
Illinois
$1.75M -$7.05M -164,004 -80%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.73M +$1.73M +40,193 New
SPIA
45
Steward Partners Investment Advisory
New York
$1.71M -$454K -10,571 -21%
SWRP
46
Summit Wealth & Retirement Planning
California
$1.54M -$1.53M -35,589 -50%
KA
47
Kovack Advisors
Florida
$1.54M -$20K -466 -1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.5M +$1.02M +23,653 +209%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.46M -$127K -2,962 -8%
SFG
50
StrategIQ Financial Group
Indiana
$1.45M +$32.9K +765 +2%